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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURNCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $464 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,766 | $89,739-71.3% | $149,721-82.8% | $62,293-58.6% |
| Participation rate | 71.3% | 85.1%-13.9pp | 87.1%-15.8pp | 69.5%+1.7pp |
| Annual return | 22.25% | 21.01%+1.2pp | 1501.67%-1479.4pp | 28.90%-6.7pp |
| Employer contribution / active EE | $2,570 | $3,233-20.5% | $5,444-52.8% | $2,042+25.9% |
| Participant deferral / active EE | $5,052 | $4,797+5.3% | $6,568-23.1% | $3,169+59.4% |
| Admin fee / account holder | $3 | $551-99.5% | $11,282-100.0% | $479-99.4% |